EWA
EP Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
9,526
+2,865
| +43% | +$261K | 0.01% | 597 |
|
|
2025
Q1 | $559K | Buy |
6,661
+102
| +2% | +$8.56K | ﹤0.01% | 669 |
|
|
2024
Q4 | $504K | Buy |
6,559
+1,622
| +33% | +$125K | ﹤0.01% | 692 |
|
|
2024
Q3 | $355K | Buy |
4,937
+1,038
| +27% | +$74.6K | ﹤0.01% | 803 |
|
|
2024
Q2 | $234K | Buy |
+3,899
| New | +$234K | ﹤0.01% | 721 |
|
|
2019
Q1 | – | Sell |
-11,851
| Closed | -$558K | – | 245 |
|
|
2018
Q4 | $558K | Sell |
11,851
-44,549
| -79% | -$2.1M | 0.04% | 170 |
|
|
2018
Q3 | $2.88M | Sell |
56,400
-661
| -1% | -$33.7K | 0.22% | 61 |
|
|
2018
Q2 | $3.08M | Sell |
57,061
-415
| -0.7% | -$22.4K | 0.29% | 51 |
|
|
2018
Q1 | $2.96M | Buy |
+57,476
| New | +$2.96M | 0.29% | 53 |
|